Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,276,296
+$57,126 QoQ
Shares Held
2,485
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,888
of 3,563 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $4,589,823 across 4 Credit Services names. MA ranks #2 (27.8% of the industry book) .
All Filings in MA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,296 | 2,485 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,219,170 | 2,440 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,334,717 | 2,338 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,251,950 | 2,201 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,211,542 | 2,156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,204,219 | 2,197 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,164,246 | 2,211 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,191,978 | 4,439 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,080,400 | 2,449 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,180,153 | 2,767 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,203,566 | 3,040 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,078,237 | 2,967 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||